Insurance Bond Bal

COM0202AU

Insurance Bond Bal COM0202AU Strategy

Invests in Australian and overseas assets including cash and bonds as well as higher proportion of growth assets. Asset allocation ranges: Australian shares 20-55%; overseas shares 5-25%; property 0-20%; Australian bonds 15-50%; overseas bonds 0-10%; cash 2-20%.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: September 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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